Categories & Tiers

What are Categories and Tiers?

Categories and Tiers help you classify and organise your partners based on different criteria. Think of categories as the "what" (types of partners) and tiers as the "level" (how established or successful they are).

What's on the Categories & Tiers Page

Categories Tab

Categories are used to group partners by type, industry, or specialisation:

• Name: The category label (e.g., "Technology Resellers", "Marketing Agencies")

• Actions: Edit or delete categories as needed

Tiers Tab

Tiers represent partner levels or rankings:

• Name: The tier label (e.g., "Bronze", "Silver", "Gold", "Platinum")

• Actions: Edit or delete tiers as needed

Toggle Between Views

Use the tabs at the top to switch between Categories and Tiers management.

How to Use It

Managing Categories

1. Click the "Categories" tab if not already selected

2. To add a new category:

   • Click "Create"

   • Enter a descriptive name (e.g., "SaaS Resellers", "Consulting Partners")

   • Click "Create Category"

3. To edit existing categories:

   • Click directly on the category name to edit it

   • Make your changes and click "Save"

4. To delete categories:

   • Click the bin icon next to the category

   • Confirm the deletion

Managing Tiers

1. Click the "Tiers" tab

2. To add a new tier:

   • Click "Create"

   • Enter a tier name (e.g., "Starter", "Professional", "Enterprise")

   • Click "Create Tier"

3. To edit existing tiers:

   • Click directly on the tier name to edit it

   • Make your changes and click "Save"

4. To delete tiers:

   • Click the bin icon next to the tier

   • Confirm the deletion

How Categories and Tiers Work Together

Categories answer "What type of partner is this?"

• Technology partners

• Channel partners

• Referral partners

• Strategic alliances

Tiers answer "What level are they at?"

• Bronze, Silver, Gold

• Starter, Growth, Enterprise

• Level 1, Level 2, Level 3

• Basic, Premium, Elite

You can assign both a category AND a tier to each partner, giving you detailed classification.

Common Examples

Technology Categories

• Software integrators

• Hardware vendors

• Cloud providers

• Security specialists

Service Categories

• Implementation partners

• Training providers

• Support providers

• Consulting firms

Tier Examples

• Performance-based: Based on sales volume or leads generated

• Commitment-based: Based on investment level or contract terms

• Capability-based: Based on certifications or expertise level

• Geographic-based: Based on market coverage or regional focus

Important Notes

• Only Admin and Partnership users can manage categories and tiers

• Changes are saved when you click the "Save" button

• Deleted categories and tiers cannot be recovered

• Partners can be assigned to multiple categories but typically one tier

• Keep names clear and consistent for better partner organisation

• Consider your long-term partner strategy when creating these classifications

Best Practices

• Start with a few broad categories and add more as needed

• Use tier names that make sense for your business model

• Keep category and tier names professional and clear

• Consider how categories and tiers will be used in reporting

• Align tiers with any partner program benefits or requirements you offer